Overview
AgencyZoom can now automatically create prospects in HawkSoft when leads are created and progress through your sales pipeline.
This eliminates the need to manually create a prospect in HawkSoft before working the lead in AgencyZoom. As soon as a lead reaches the configured stage in your pipeline, AgencyZoom creates the corresponding prospect in HawkSoft, allowing both systems to stay synchronized throughout the sales process.
This also ensures that lead activities recorded in AgencyZoom can be written back to the correct prospect in HawkSoft.
Benefits
Eliminate duplicate data entry by automatically creating prospects in HawkSoft.
Allow leads to enter your sales pipeline immediately without first creating a prospect in HawkSoft.
Keep AgencyZoom and HawkSoft synchronized from the beginning of the sales process.
Ensure notes, emails, tasks, and other activities have a corresponding prospect in HawkSoft.
Enable Automatic Prospect Creation
Navigate to My Agency > Integrations.
Select HawkSoft.
Open the Settings tab.
Enable When a lead is created in AgencyZoom, create a prospect in HawkSoft.
Once enabled, additional configuration options become available.
Configure When Prospects Are Created
For each lead pipeline, choose the stage at which AgencyZoom should automatically create the HawkSoft prospect.
For example:
If you select New Lead, the prospect is created as soon as the lead enters the pipeline.
If you select Quoted, the prospect is created when the lead first reaches the Quoted stage.
Once a lead reaches the configured stage, or any stage after it, AgencyZoom automatically creates the prospect in HawkSoft if one does not already exist.
How It Works
A lead is created in AgencyZoom.
The lead progresses through your configured sales pipeline.
When the lead reaches the configured stage, AgencyZoom automatically creates a matching prospect in HawkSoft.
Future activities performed in AgencyZoom continue to synchronize with the corresponding HawkSoft prospect.
No additional action is required after the feature is configured.
Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 8 am and 8 pm ET, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)